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Iams Wealth Management’s Darden Restaurants DRI Stock Holding History

Iams Wealth Management’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,791
Closed -$400K – 111
2023
Q3 		$400K Buy
+2,791
New +$443K 0.28% 88

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Iams Wealth Management's DRI Position: Q4 2023 in Review

Iams Wealth Management sold out of Darden Restaurants (DRI) in Q4 2023, closing a stake of 2,791 shares — an estimated $400K sold.

Iams Wealth Management first reported a position in DRI in Q3 2023 and held it in 1 quarter. The position peaked at $400K in Q3 2023. 906 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

  • Iams Wealth Management reported no remaining Darden Restaurants position as of Q4 2023 after selling out during the quarter.
  • Iams Wealth Management sold 2,791 Darden Restaurants shares in Q4 2023, an estimated $400K.
  • Iams Wealth Management first reported a position in Darden Restaurants in Q3 2023 and held it in 1 quarter.
  • Iams Wealth Management's Darden Restaurants position peaked at $400K in Q3 2023.
  • 906 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on Iams Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.